Private Banking Analyst

Job Listing No: 9740000

Afrizan Personnel – Western Cape – Reference No. HW-40308 Synopsis Are you a qualified Private Banking Analyst? A financial services group is looking for you. The role will be required to assist in proactively managing a portfolio of private wealth clients with a team of private bankers through provision of analysis, research, sales and service fulfillment. Description Detailed roles: Identify solutions to increase cost effectiveness and enhance operational efficiencies within portfolio Proactively drive achievement of sales targets in line with team targets and broader sales strategy Manage the growth of active customer account base to increase client base and revenue Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions Initiate and manage client research, data mining and quantitative analysis with a view to providing client intelligence and identifying opportunities for portfolio growth Educate clients on bank products and services in order to… – Permanent – Full-time

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